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Reconciliation Widget For Odoo 15

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Required Apps Invoicing (account)
Discuss (mail)
Technical Name account_reconciliation
License OPL-1
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Technical Name account_reconciliation
License OPL-1

Introduction

This Odoo module brings back advanced reconciliation functionality that may be missing in certain editions of Odoo by introducing a powerful widget for bank statements and journal item matching. It streamlines the process of pairing financial records with bank transactions or invoices by enabling intuitive, in-interface controls that greatly speed up accounting workflows.

Key Features

  • Restore robust bank reconciliation controls directly within the accounting interface

  • Provide a specialized widget for reconciling both bank statement lines and journal entries

  • Enable reconciliation of invoices, payments, and miscellaneous journal items with ease

  • Support quick selection and reconciliation actions for efficient matching

  • Integrate seamlessly into standard Odoo accounting workflows, enhancing usability

Benefits

  • Speeds up bank and journal reconciliation with a streamlined interface

  • Reduces manual effort and errors during financial matching

  • Enhances clarity and control over matching accounting entries

  • Provides familiarity and efficiency for accountants transitioning from versions with this feature

  • Improves overall financial workflow and reporting accuracy

Compatibility & Technical Details

  • Technical Name: account_reconciliation

  • License: OPL-1 (Odoo Proprietary License)

  • Required Modules:

    • Invoicing (account)

    • Mail/Discussion (mail)

  • Installation Steps:

    1. Make sure that Invoicing and Mail modules are already installed in your Odoo system.

    2. Install the Account Reconciliation Widget module.

    3. Access the accounting interface to find enhanced reconcile options for bank statements and journal entries.

    4. Use the widget to match entries efficiently and validate reconciliations directly in the accounting view.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.